Roblox daily active users in Q3

Roblox is scheduled to report Q3 2026 results on October 29. The company has not yet released Q3 results as of October 24, 2026 ^[1]. Q3 earnings are due after market close, with an earnings call at 4:30 p.m. Eastern ^[2][3][4][5]. In Q2 2026, Roblox reported 123 million daily active users (DAUs), a 10% year-over-year increase, alongside 29 billion hours engaged (up 5%), $1.5 billion revenue (up 36%), and $1.6 billion bookings (up 8%) ^[1][6]. Management guided for sequential DAU growth in Q3, citing seasonality, Russia's reinstatement, and discovery-algorithm changes, but cautioned that monetization softness would continue ^[1][7]. Official Q3 guidance projected revenue of $1.413 billion-$1.490 billion (up 4%-10% year over year), bookings of $1.576 billion-$1.653 billion (down 18%-14%), operating cash flow of $110 million-$175 million, and free cash flow between negative $60 million and positive $5 million ^[1].

Pre-release estimates for Q3 DAUs and bookings show divergence. Wedbush projects 135 million Q3 DAUs, an increase from its previous 125 million estimate, with $1.65 billion in bookings ^[8]. This compares to a Street consensus of 132 million DAUs ^[8]. Broader consensus estimates indicate Q3 revenue around $1.62-$1.63 billion and a GAAP EPS loss of approximately $0.41-$0.43 ^[2][3]. Kalshi's October 24 snapshot priced a 59% probability that Q3 DAUs would exceed 138 million, a 50% chance above 142 million, and a 45% chance above 146 million, while showing a 95% probability above 126 million ^[9]. The contract expires October 29 at 4:00 p.m. EDT ^[9]. The primary Q3 operating debate centers on whether user growth has translated into monetization ^[10]. Management previously noted that Q2 discovery changes favored user retention over immediate bookings ^[7]. The share of hours engaged in the top-10 games has fallen from about 30% three years ago to roughly 20%, and viral content like "Steal an Egg" may drive engagement without necessarily increasing spending ^[10][7].

Product developments and competitive factors shape Q3 sentiment. Key product initiatives include the AI creation tool Build, Roblox Reality, Moments, and expanded content formats and communication features ^[10][7]. On October 7, Google launched its competing Playground text-to-game experiment ^[10]. Roblox shares were reported down approximately 37% year to date as of October 19 ^[10][11]. A practical bullish scenario for Q3 involves DAUs at or above 135 million and bookings near the $1.65 billion guidance ceiling, suggesting robust seasonal, Russia-related, and viral-game momentum ^[10][11]. Conversely, a bearish scenario would entail DAUs falling below the market's 138 million threshold and bookings near $1.58 billion, confirming persistent monetization weakness ^[10][11]. These are analytical scenarios, not company guidance ^[10][11].